Retirement plan

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

Name: KRUEGER SHEET METAL CO - KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST (2015) Form 5500
Creator: KRUEGER SHEET METAL CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST, KRUEGER SHEET METAL CO

KRUEGER SHEET METAL COEIN 91-0717021Plan #002PY 2015

P.O. BOX 2963 - SPOKANE, WA 992202963509-489-0221

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.9M

No prior year

Total participants

No prior year

Average account balance

$309,245

No prior year

Annual return

0.03%

No prior year

Benchmarks

See 30,163 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,163 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$370K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$371K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$21730

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$194 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$309,245

$87,544+253.2%

$75,784+308.1%

$125,388+146.6%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

0.03%

13.49%-13.5pp

9.68%-9.6pp

282.24%-282.2pp

Employer contribution / active EE

$11,564

$3,930+194.2%

$3,323+248.0%

$4,866+137.6%

Participant deferral / active EE

$5,497

$4,229+30.0%

$3,652+50.5%

$5,352+2.7%

Admin fee / account holder

$174

$6,502-97.3%

$5,300-96.7%

$9,541-98.2%

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion